FOREFRONT ANALYTICS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $679.0M |
| Discretionary | $447.1M66% of AUM |
| Non-Discretionary | $231.8M |
| Client Accounts | 339 |
| Avg Account Size | $2.0M |
| Employees | 18 |
| Peak AUM | $679.0MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $679M | +18.5% | +13.9% | +2.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $679.0M |
| Discretionary | $447.1M |
| Employees | 18 |
| Client Accounts | 339 |
| Client Range | 0 |
Contact & Location
Address
ONE TOWER BRIDGE
W. CONSHOHOCKEN PA 19428
Phone
610-341-3900
Filing History
39 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$447M
65.9% of AUM
Non-Discretionary
$232M
34.1% of AUM
Disc. mix ▼ 4.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Broker-Dealer Custody
Related Entities (Item 7)
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